Ishr Ibx Usd Hiyld CB ETF-UiHYGETF
13F holders, Q3 2025 (September 30)915holders −10
87new positions
93sold out
5famous investors
$81.22avg. 13F price*
At the end of Q3 2025, 915 institutions reported holding Ishr Ibx Usd Hiyld CB ETF-Ui (HYG) in their 13F filings, down 10 from Q2 2025. 87 opened new positions and 93 sold out. The largest holders were BlackRock, Inc. ($1.7B), Bank of America Corp. ($1.5B) and Clark Capital Management Group, Inc. ($1.4B). 5 famous investors held it, including Paul Singer (2.3% of Elliott Investment Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Ishr Ibx Usd Hiyld CB ETF-Ui
- Filed as
- ISHARES TR (Q3 2025)
- CUSIP
- 464288513
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 87 | $620.3M |
| Exits | 93 | $936.2M |
All 13F filers, Q2 2025 → Q3 2025: 51,493,643 shares bought and 46,991,218 shares sold, net +4,502,425 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 915 holders
| BlackRock, Inc. | 0.03% | Reduce -9.6% | 20,538,825 | $1.7B |
| Bank of America Corp. | 0.11% | Add +52.3% | 18,526,414 | $1.5B |
| Clark Capital Management Group, Inc. | 8.80% | Add +1.0% | 17,309,516 | $1.4B |
| Morgan Stanley | 0.08% | Reduce -10.2% | 16,803,965 | $1.4B |
| Nuveen, LLC | 0.26% | Add +134.9% | 12,293,277 | $998.1M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 5.22% | Reduce -10.4% | 11,220,618 | $911.0M |
| Japan Science & Technology Agency | 15.02% | No change | 10,390,626 | $843.6M |
| Barclays PLC | 0.32% | Add +573.1% | 10,380,554 | $842.8M |
| JPMorgan Chase & Co. | 0.04% | Reduce -26.3% | 7,541,281 | $612.3M |
| Assetmark, Inc. | 1.27% | Add +21.4% | 7,312,731 | $593.7M |
| Goldman Sachs Group Inc. | 0.08% | Add +102.2% | 6,876,632 | $558.3M |
| Royal Bank of Canada | 0.09% | Reduce -2.1% | 6,232,335 | $506.0M |
| BNP Paribas Financial Markets | 0.39% | Reduce -40.0% | 6,028,438 | $489.4M |
| TD Asset Management Inc | 0.35% | Add +33.8% | 5,380,633 | $436.9M |
| Envestnet Asset Management Inc. | 0.12% | Add +4.6% | 5,122,018 | $415.9M |
| Ontario Teachers Pension Plan Board | 9.98% | Add +37.8% | 5,100,000 | $414.1M |
| Wells Fargo & Company | 0.08% | Add +9.7% | 4,892,173 | $397.2M |
| BNP Paribas | 11.57% | Add +4.1% | 4,720,136 | $383.2M |
| APG Asset Management US Inc. | 2.77% | Reduce -14.3% | 4,634,500 | $375.2M |
| Citigroup Inc. | 0.23% | Reduce -33.5% | 4,019,059 | $326.3M |
| Elliott Investment Management | 2.26% | No change | 3,800,000 | $308.5M |
| Counterpoint Mutual Funds LLC | 22.22% | Add +3.8% | 3,466,168 | $281.4M |
| Ocean Park Asset Management, LLC | 11.32% | Add +44.2% | 3,381,491 | $274.5M |
| Allstate Corp. | 5.71% | Add +823.6% | 3,083,249 | $250.3M |
| Osaic Holdings, Inc. | 0.30% | Reduce -1.5% | 2,609,674 | $211.8M |
| UBS Group AG | 0.04% | Reduce -2.6% | 2,522,647 | $204.8M |
| LPL Financial LLC | 0.06% | Add +17.2% | 2,521,717 | $204.7M |
| Stifel Financial Corp. | 0.17% | Add +8.0% | 2,309,857 | $187.5M |
| State of Tennessee, Department of Treasury | 0.62% | Reduce -16.6% | 2,298,563 | $186.6M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.35% | Add +464.5% | 2,285,100 | $185.5M |
| Man Group plc | 0.32% | Reduce -6.2% | 2,025,109 | $164.4M |
| Endurance Services Ltd | 26.91% | No change | 1,979,000 | $160.7M |
| Ameriprise Financial Inc. | 0.03% | Add +18.4% | 1,818,659 | $147.3M |
| Mackenzie Financial Corp. | 0.18% | Add +2.1% | 1,786,610 | $145.1M |
| Jane Street Group, LLC | 0.15% | Reduce -30.8% | 1,576,475 | $128.0M |
| Elo Mutual Pension Insurance Co | 1.87% | New | 1,400,000 | $113.7M |
| Schroder Investment Management Group | 0.09% | Add +1201.8% | 1,344,771 | $109.2M |
| WINTON GROUP Ltd | 3.93% | New | 1,293,660 | $105.0M |
| Nan Shan Life Insurance Co., Ltd. | 2.22% | No change | 1,284,652 | $104.3M |
| Highbridge Capital Management LLC | 14.83% | New | 1,274,752 | $103.5M |
| iA Global Asset Management Inc. | 1.24% | Add +1.2% | 1,113,391 | $90.4M |
| Liberty Mutual Group Asset Management Inc. | 26.28% | Reduce -65.4% | 1,017,751 | $82.6M |
| Cetera Investment Advisers | 0.10% | Add +20.1% | 1,012,170 | $82.2M |
| Corebridge Financial, Inc. | 4.12% | New | 942,339 | $76.5M |
| Prudential Financial Inc. | 0.09% | Add +14.1% | 925,007 | $75.1M |
| US Bancorp \de | 0.09% | Add +0.8% | 892,609 | $72.5M |
| Thrivent Financial for Lutherans | 0.14% | Add +8.7% | 852,229 | $68.9M |
| Neuberger Berman Group LLC | 0.05% | Reduce -10.8% | 811,759 | $65.9M |
| Raymond James Financial Inc. | 0.02% | Add +4.5% | 773,614 | $62.8M |
| Sumitomo Mitsui Financial Group, Inc. | 0.98% | Add +5.2% | 685,256 | $55.6M |
| National Philanthropic Trust | 0.62% | Add +1.3% | 682,852 | $55.4M |
| Wellington Management Group LLP | 0.01% | Add +1197.2% | 660,150 | $53.6M |
| Allianz Asset Management GmbH | 0.06% | Reduce -21.9% | 645,190 | $52.4M |
| Millennium Management | 0.04% | Reduce -7.7% | 612,027 | $49.7M |
| MML Investors Services, LLC | 0.12% | Add +6.5% | 564,632 | $45.8M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.12% | Add +4.0% | 517,433 | $42.0M |
| Toronto Dominion Bank | 0.08% | Add +341.0% | 478,500 | $38.8M |
| Pure Financial Advisors, LLC | 0.61% | Add +7.0% | 473,679 | $38.5M |
| Deutsche Bank AG | 0.01% | Add +120.9% | 458,787 | $37.2M |
| Susquehanna International Group, LLP | 0.05% | Add +80.8% | 451,415 | $36.7M |
| Comerica Bank | 0.12% | Add +105.6% | 393,505 | $31.9M |
| Sei Investments Co. | 0.03% | New | 392,432 | $31.9M |
| Macquarie Group Ltd. | 0.04% | No change | 391,857 | $31.8M |
| SG Americas Securities, LLC | 0.12% | Reduce -10.2% | 387,128 | $31.4M |
| CBIZ Investment Advisory Services, LLC | 1.23% | Add +6.6% | 386,154 | $31.4M |
| Deseret Mutual Benefit Administrators | 13.13% | Add +65.5% | 384,166 | $31.2M |
| D. E. Shaw & Co. | 0.03% | New | 382,888 | $31.1M |
| Verition Fund Management LLC | 0.18% | Reduce -62.2% | 375,500 | $30.5M |
| Truist Financial Corp. | 0.04% | Add +10.6% | 373,126 | $30.3M |
| CI Investments Inc. | 0.11% | Reduce -39.3% | 371,170 | $30.1M |
| Bank of Montreal | 0.01% | Reduce -32.2% | 359,386 | $29.2M |
| Howard Capital Management, LLC | 0.38% | Add +1.2% | 355,687 | $28.9M |
| 1832 Asset Management L.P. | 0.05% | Reduce -12.7% | 355,000 | $28.8M |
| Towercrest Capital Management | 4.60% | Add +6.5% | 353,515 | $28.7M |
| Viewpoint Investment Partners Corp. | 15.27% | No change | 346,600 | $28.0M |
| Hikari Tsushin, Inc. | 1.87% | No change | 343,165 | $27.9M |
| Aristotle Pacific Capital, LLC | 13.31% | Reduce -33.3% | 336,868 | $27.4M |
| Stairway Partners, LLC | 1.40% | Add +4.4% | 324,745 | $26.4M |
| Strong Tower Advisory Services | 4.80% | Add +4.3% | 312,045 | $25.3M |
| Allianz Investment Management U.S. LLC | 0.91% | No change | 300,000 | $24.4M |
| Williams Jones Wealth Management, LLC. | 0.27% | Add +2.5% | 293,700 | $23.8M |
| Principal Securities, Inc. | 0.39% | Add +12.1% | 292,729 | $23.8M |
| Focus Partners Wealth | 0.04% | Add +5.2% | 292,706 | $23.8M |
| Stevens Capital Management LP | 3.10% | Add +1221.0% | 288,000 | $23.4M |
| Foundations Investment Advisors, LLC | 0.33% | Add +865.2% | 279,553 | $22.7M |
| Kwmg, LLC | 1.98% | Add +3.2% | 278,344 | $22.6M |
| Alliancebernstein L.P. | 0.01% | Add +41.4% | 278,290 | $22.6M |
| Trust Co | 2.30% | Add +7.9% | 277,422 | $22.5M |
| Potomac Fund Management Inc. | 0.95% | Add +15.8% | 275,943 | $22.4M |
| Bain Capital Credit, LP | 6.51% | New | 254,042 | $20.6M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +15.3% | 252,774 | $20.5M |
| Summit Financial Consulting LLC | 16.00% | Add +4020.7% | 246,952 | $20.1M |
| Twele Capital Management, Inc. | 3.66% | Add +0.2% | 244,371 | $19.8M |
| Kestra Advisory Services, LLC | 0.09% | Reduce -6.4% | 233,254 | $18.9M |
| Bank of Nova Scotia | 0.03% | Reduce -51.9% | 221,302 | $18.0M |
| HSBC Holdings PLC | 0.01% | Reduce -67.5% | 219,290 | $17.8M |
| Capstone Investment Advisors, LLC | 0.19% | Reduce -12.8% | 217,401 | $17.7M |
| Alliance Wealth Management Group | 3.91% | Add +10.4% | 216,627 | $17.6M |
| Fifth Third Bancorp | 0.06% | Reduce -4.7% | 213,653 | $17.3M |
| BlueSky Wealth Advisors, LLC | 2.25% | Add +3.0% | 205,612 | $16.7M |
| Farther Finance Advisors, LLC | 0.25% | Add +829.9% | 203,816 | $16.5M |
| Invst, LLC | 1.88% | Add +5497.8% | 203,367 | $16.5M |
| Amarillo National Bank | 2.89% | Add +6.4% | 202,376 | $16.4M |
| Polen Capital Management LLC | 0.05% | New | 200,000 | $16.2M |
| Private Advisor Group, LLC | 0.08% | Reduce -14.0% | 191,835 | $15.6M |
| Hudson Bay Capital Management LP | 0.11% | No change | 190,000 | $15.4M |
| Voya Financial Advisors, Inc. | 1.47% | Reduce -3.0% | 187,524 | $15.2M |
| Franklin Resources Inc. | 0.00% | Add +96.2% | 179,454 | $14.6M |
| Probity Advisors, Inc. | 2.28% | Add +4.4% | 173,335 | $14.1M |
| Cullen/Frost Bankers, Inc. | 0.16% | Add +24.6% | 173,255 | $14.1M |
| Checchi Capital Advisers, LLC | 0.96% | Reduce -1.6% | 172,168 | $14.0M |
| Edgestream Partners, L.P. | 0.41% | Reduce -54.9% | 171,138 | $13.9M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.11% | Reduce -9.6% | 169,894 | $13.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Add +48.7% | 169,055 | $13.7M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -4.5% | 168,990 | $13.7M |
| Qube Research & Technologies Ltd | 0.02% | Add +4.1% | 168,107 | $13.6M |
| Global Wealth Management Investment Advisory, Inc. | 2.27% | Add +3.8% | 166,983 | $13.6M |
| Financial Advisors Network, Inc. | 1.90% | Add +0.3% | 165,093 | $13.4M |
| Flow Traders U.S. LLC | 0.54% | Reduce -8.0% | 162,275 | $13.2M |
| United Capital Financial Advisors, LLC | 0.09% | Reduce -2.2% | 157,431 | $12.8M |
| Parallel Advisors, LLC | 0.23% | Reduce -0.8% | 157,410 | $12.8M |
| Privium Fund Management (UK) Ltd | 7.85% | New | 154,630 | $12.6M |
| Commonwealth Equity Services, LLC | 0.02% | Add +17.9% | 154,275 | $12.5M |
| Park Avenue Securities LLC | 0.10% | New | 153,732 | $12.5M |
| Ashton Thomas Private Wealth, LLC | 0.32% | Add +536.6% | 153,000 | $12.4M |
| Farmers & Merchants Investments Inc. | 0.35% | Reduce -12.3% | 151,758 | $12.3M |
| Toews Corp. | 1.71% | Reduce -71.1% | 147,000 | $11.9M |
| Strategic Investment Advisors / MI | 1.07% | New | 15,043 | $11.9M |
| Trivium Point Advisory, LLC | 1.21% | Add +3.1% | 146,154 | $11.9M |
| RFG Advisory, LLC | 0.23% | Add +4.8% | 138,581 | $11.3M |
| Crabel Capital Management, LLC | 10.03% | Reduce -32.8% | 137,943 | $11.2M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -4.2% | 136,008 | $11.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.17% | Reduce -9.4% | 135,574 | $11.0M |
| Alley Investment Management Company, LLC | 1.24% | Reduce -0.3% | 131,667 | $10.7M |
| Prudent Man Advisors, LLC | 3.89% | Reduce -36.0% | 129,834 | $10.5M |
| NorthCoast Asset Management LLC | 0.04% | Reduce -4.0% | 129,434 | $10.5M |
| Mutual Advisors, LLC | 0.23% | Add +4.1% | 128,118 | $10.4M |
| Nicola Wealth Management LTD. | 0.90% | New | 125,000 | $10.1M |
| Cwm, LLC | 0.03% | Add +4.5% | 124,941 | $10.1M |
| Hilltop Holdings Inc. | 0.52% | Add +4.4% | 121,197 | $9.8M |
| J.Safra Asset Management Corp | 0.59% | Add +7.7% | 119,290 | $9.7M |
| Orion Porfolio Solutions, LLC | 0.07% | Add +5.4% | 114,793 | $9.3M |
| Csenge Advisory Group | 0.44% | Reduce -32.4% | 113,834 | $9.2M |
| HighTower Advisors, LLC | 0.01% | Reduce -9.5% | 113,830 | $9.2M |
| Baird Financial Group, Inc. | 0.01% | Add +9.8% | 113,134 | $9.2M |
| Horizon Wealth Management, LLC | 1.34% | New | 112,035 | $9.1M |
| Occidental Asset Management, LLC | 1.13% | Reduce -47.0% | 110,529 | $9.0M |
| Worth Asset Management, LLC | 3.73% | Add +34.2% | 102,225 | $8.3M |
| Wolverine Trading, LLC | 0.17% | New | 102,087 | $8.3M |
| Wealthstar Advisors, LLC | 3.27% | Reduce -2.0% | 101,965 | $8.3M |
| Northern Trust Corp. | 0.00% | Reduce -14.2% | 101,614 | $8.3M |
| Choreo, LLC | 0.11% | Add +18.0% | 100,791 | $8.2M |
| Ripple Effect Asset Management LP | 4.67% | No change | 100,000 | $8.1M |
| Corient Private Wealth LP | 0.01% | Reduce -16.9% | 99,646 | $8.1M |
| Tudor Financial Inc. | 4.29% | Add +1.4% | 99,400 | $8.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +14.7% | 96,717 | $7.9M |
| Genus Capital Management Inc. | 0.91% | Add +65.1% | 96,377 | $7.8M |
| Trajan Wealth LLC | 0.33% | Reduce -2.0% | 95,089 | $7.7M |
| Valmark Advisers, Inc. | 0.10% | Reduce -0.2% | 93,512 | $7.6M |
| Blue Fin Capital, Inc. | 1.17% | Add +9.6% | 91,860 | $7.5M |
| Cerity Partners LLC | 0.01% | Reduce -5.7% | 91,209 | $7.4M |
| Ascent Group, LLC | 0.26% | Add +49.5% | 89,984 | $7.3M |
| USA Financial Formulas | 1.28% | Reduce -14.8% | 89,225 | $7.2M |
| Boltwood Capital Management | 1.90% | Add +0.4% | 87,966 | $7.1M |
| Advisory Services Network, LLC | 0.10% | Add +169.0% | 87,816 | $7.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -37.5% | 87,558 | $7.1M |
| Rebalance, LLC | 0.43% | Reduce -4.2% | 87,432 | $7.1M |
| Pinkerton Wealth, LLC | 0.75% | Reduce -13.4% | 86,001 | $7.0M |
| Buska Wealth Management, LLC | 2.09% | Reduce -11.4% | 85,787 | $7.0M |
| Teachers Retirement System of the State of Kentucky | 0.05% | No change | 84,685 | $6.9M |
| Merit Financial Group, LLC | 0.06% | Add +29.9% | 84,297 | $6.8M |
| Global View Capital Management LLC | 1.44% | Add +10.9% | 83,676 | $6.8M |
| EMG Holdings, L.P. | 7.31% | No change | 83,566 | $6.8M |
| Summit Financial, LLC | 0.10% | Add +11.7% | 81,546 | $6.6M |
| Mariner, LLC | 0.01% | Add +25.3% | 81,232 | $6.6M |
| Greenup Street Wealth Management LLC | 1.01% | Add +24.2% | 81,004 | $6.6M |
| SBI Securities Co., Ltd. | 0.17% | Add +4.3% | 80,301 | $6.5M |
| Fullcircle Wealth LLC | 2.28% | Reduce -6.9% | 80,622 | $6.5M |
| Integrated Advisors Network LLC | 0.26% | Add +2.3% | 77,346 | $6.3M |
| OxenFree Capital LLC | 3.45% | Add +10.3% | 77,779 | $6.3M |
| Loomis Sayles & Co. L P | 0.01% | No change | 76,000 | $6.2M |
| Cranbrook Wealth Management, LLC | 1.24% | Reduce -1.3% | 75,960 | $6.2M |
| Walleye Capital LLC | 0.06% | New | 75,586 | $6.1M |
| Darrow Company, Inc. | 2.84% | Reduce -1.0% | 75,930 | $6.1M |
| Conning Inc. | 0.21% | No change | 75,158 | $6.1M |
| Alpine Global Management, LLC | 1.61% | New | 75,000 | $6.1M |
| Summit Global Investments | 0.35% | Reduce -1.6% | 74,634 | $6.1M |
| Nissay Asset Management Corp. /Japan | 0.03% | Add +1.3% | 73,734 | $6.0M |
| Topel & Distasi Wealth Management, LLC | 2.94% | Add +0.6% | 73,331 | $6.0M |
| Tetragon Partners GP Ltd | 1.43% | Add +6.3% | 72,961 | $5.9M |
| Tidal Investments LLC | 0.02% | Reduce -56.7% | 72,232 | $5.9M |
| NBT Bank, N.A. | 0.37% | Reduce -23.6% | 54,407 | $5.7M |
| Little Harbor Advisors, LLC | 2.83% | New | 69,250 | $5.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +16.5% | 69,411 | $5.6M |
| TFB Advisors LLC | 1.64% | Reduce -13.2% | 69,782 | $5.6M |
| Daiwa Securities Group Inc. | 0.02% | Reduce -2.1% | 68,450 | $5.6M |
| Net Worth Advisory Group | 1.56% | Reduce -4.2% | 66,608 | $5.4M |
| IFP Advisors, Inc | 0.14% | Reduce -2.5% | 66,603 | $5.4M |
| Ballentine Partners, LLC | 0.07% | Reduce -0.5% | 66,016 | $5.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -1.6% | 65,496 | $5.3M |
| Bluefin Capital Management, LLC | 2.85% | Reduce -75.7% | 65,313 | $5.3M |
| Global Retirement Partners, LLC | 0.12% | Add +3.5% | 65,098 | $5.3M |
| M&T Bank Corp | 0.02% | Reduce -2.1% | 64,637 | $5.2M |
| Keybank National Association | 0.02% | Reduce -2.0% | 64,540 | $5.2M |
| Washington Trust Advisors, Inc. | 0.39% | Add +2.8% | 63,186 | $5.1M |
| Insight Wealth Partners, LLC | 2.24% | Add +18.9% | 62,373 | $5.1M |
| Beirne Wealth Consulting Services, LLC | 1.19% | Add +3.3% | 61,044 | $5.0M |
| Metropolitan Life Insurance Co | 1.44% | Reduce -19.6% | 60,500 | $4.9M |
| Central Bank & Trust Co. | 0.77% | Reduce -5.3% | 60,256 | $4.9M |
| New Age Alpha Advisors, LLC | 0.20% | Add +45.2% | 59,815 | $4.9M |
| Fortis Capital Management LLC | 0.67% | Add +19.1% | 58,970 | $4.8M |
| One Capital Management, LLC | 0.15% | Reduce -8.8% | 58,573 | $4.8M |
| Kestra Private Wealth Services, LLC | 0.06% | Add +1.9% | 58,513 | $4.8M |
| Palogic Value Management, L.P. | 2.03% | Add +6.1% | 58,159 | $4.7M |
| Federated Hermes, Inc. | 0.01% | Add +24.5% | 57,391 | $4.7M |
| TD Private Client Wealth LLC | 0.10% | Add +1.5% | 56,651 | $4.6M |
| Balefire, LLC | 0.91% | Add +4.4% | 56,390 | $4.6M |
| Blair William & Co. | 0.01% | Add +1.3% | 55,658 | $4.5M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -51.3% | 55,556 | $4.5M |
| Verdence Capital Advisors LLC | 0.26% | Add +94.9% | 55,431 | $4.5M |
| IFG Advisors, LLC | 0.73% | Reduce -3.2% | 54,958 | $4.5M |
| MorganRosel Wealth Management, LLC | 1.15% | Add +4.2% | 54,498 | $4.4M |
| Spahn Wealth & Retirement LLC | 2.62% | Reduce -2.9% | 54,457 | $4.4M |
| VestGen Investment Management | 2.64% | Add +23.9% | 54,155 | $4.4M |
| Lodestar Private Asset Management LLC | 0.45% | Add +9.5% | 53,456 | $4.3M |
| Ironwood Financial, llc | 0.76% | Reduce -1.6% | 52,908 | $4.3M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -9.7% | 52,145 | $4.2M |
| Members Capital Advisors Inc. | 4.85% | No change | 52,000 | $4.2M |
| Scotia Capital Inc. | 0.02% | Add +206.5% | 51,578 | $4.2M |
| Y.D. More Investments Ltd | 0.24% | Reduce -3.8% | 51,400 | $4.2M |
| Rafferty Asset Management, LLC | 0.01% | Add +36.3% | 50,706 | $4.1M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -1.5% | 50,050 | $4.1M |
| Equitable Holdings, Inc. | 0.03% | Add +7.6% | 50,039 | $4.1M |
| EHP Funds Inc. | 5.34% | Reduce -54.5% | 50,000 | $4.1M |
| Roundview Capital LLC | 0.26% | Reduce -2.9% | 49,754 | $4.0M |
| New England Asset Management Inc. | 0.54% | No change | 48,790 | $4.0M |
| Parkside Financial Bank & Trust | 0.31% | Reduce -4.1% | 48,617 | $3.9M |
| Migdal Insurance & Financial Holdings Ltd. | 0.04% | Add +27.7% | 48,600 | $3.9M |
| Sterling Investment Advisors LLC | 1.95% | Add +27.4% | 48,493 | $3.9M |
| Lido Advisors, LLC | 0.02% | Add +285.6% | 47,947 | $3.9M |
| Personal Cfo Solutions, LLC | 0.68% | Add +13.9% | 47,784 | $3.9M |
| Eq LLC | 1.30% | Add +1.3% | 47,122 | $3.8M |
| Bessemer Group Inc. | 0.01% | Add +467.7% | 46,435 | $3.8M |
| Redhawk Wealth Advisors, Inc. | 0.44% | Add +5.1% | 46,315 | $3.8M |
| Jones Financial Companies LLLP | 0.00% | Add +20.7% | 46,163 | $3.7M |
| Sagace Wealth Management LLC | 2.55% | Reduce -9.4% | 46,094 | $3.7M |
| XTX Topco Ltd | 0.19% | New | 45,740 | $3.7M |
| SageView Advisory Group, LLC | 0.13% | Reduce -3.0% | 45,390 | $3.7M |
| Rossby Financial, LCC | 1.22% | Add +11.4% | 45,489 | $3.7M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.69% | Add +9.6% | 44,352 | $3.6M |
| Cypress Wealth Services, LLC | 0.58% | Add +1.3% | 43,492 | $3.5M |
| Financial & Tax Architects, LLC | 0.78% | Reduce -2.3% | 43,400 | $3.5M |
| HMS Capital Management, LLC | 1.44% | Add +12.3% | 42,194 | $3.4M |
| Nations Financial Group Inc, /Ia/ | 0.21% | Add +1.6% | 42,178 | $3.4M |
| Trek Financial, LLC | 0.20% | Reduce -2.5% | 42,090 | $3.4M |
| Invictus Private Wealth, LLC | 0.21% | Add +4.7% | 41,570 | $3.4M |
| Waverly Advisors, LLC | 0.03% | Reduce -3.6% | 41,466 | $3.4M |
| Cim, LLC | 0.44% | Add +1.6% | 41,403 | $3.4M |
| Sykon Capital LLC | 1.12% | Reduce -8.1% | 41,389 | $3.4M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +9.5% | 41,320 | $3.4M |
| Sanctuary Advisors, LLC | 0.02% | Add +9.0% | 40,925 | $3.3M |
| McAdam, LLC | 0.16% | Reduce -11.2% | 40,703 | $3.3M |
| Providence Capital Advisors, LLC | 0.57% | Add +3.0% | 40,441 | $3.3M |
| Atlanta Consulting Group Advisors, LLC | 0.78% | Add +0.1% | 39,409 | $3.2M |
| LifePlan Investment Advisors, Inc. | 1.34% | Add +7.2% | 39,390 | $3.2M |
| Moss Adams Wealth Advisors LLC | 0.25% | Reduce -26.4% | 39,204 | $3.2M |
| Invesco Ltd. | 0.00% | Add +282.2% | 39,156 | $3.2M |
| Gladwyn Financial Advisors, Inc. | 2.26% | Add +8.2% | 38,737 | $3.1M |
| Marex Group Ltd | 0.04% | Reduce -36.7% | 38,684 | $3.1M |
| Allie Family Office LLC | 1.47% | Add +3.7% | 38,201 | $3.1M |
| Fiera Capital Corp | 0.01% | Reduce -5.4% | 38,156 | $3.1M |
| World Investment Advisors | 0.06% | Add +1.3% | 37,977 | $3.1M |
| Emergent Wealth Advisors, LLC | 1.78% | Add +11.5% | 37,565 | $3.1M |
| Financial Alternatives, Inc | 1.84% | Reduce -2.2% | 37,398 | $3.0M |
| Bensler, LLC | 0.31% | Reduce -2.3% | 37,176 | $3.0M |
| Corepath Wealth Partners LLC | 2.19% | Add +21.5% | 37,285 | $3.0M |
| Richardson Financial Services Inc. | 1.86% | Add +26.0% | 37,047 | $3.0M |
| Prime Capital Investment Advisors, LLC | 0.04% | Reduce -81.2% | 37,014 | $3.0M |
| Dynamic Advisor Solutions LLC | 0.09% | Add +28.3% | 36,963 | $3.0M |
| Hall Capital Management Co. Inc. | 1.18% | Add +6.0% | 36,896 | $3.0M |
| Empowered Funds, LLC | 0.03% | Add +45.7% | 36,774 | $3.0M |
| Aptus Capital Advisors, LLC | 0.03% | Reduce -20.8% | 35,562 | $2.9M |
| Simplicity Wealth,LLC | 0.17% | Add +144.6% | 35,400 | $2.9M |
| Plan Group Financial, LLC | 0.77% | Reduce -33.4% | 35,251 | $2.9M |
| Mittelman Wealth Management | 1.87% | Add +44.4% | 35,161 | $2.9M |
| Atria Investments, Inc | 0.03% | Add +4.2% | 34,998 | $2.8M |
| Vontobel Holding Ltd. | 0.01% | Add +1.2% | 34,984 | $2.8M |
| TD Waterhouse Canada Inc. | 0.02% | Add +9.0% | 34,631 | $2.8M |
| Transamerica Financial Advisors, LLC | 0.23% | Add +7325.4% | 34,231 | $2.8M |
| David J Yvars Group | 1.46% | Add +9.5% | 33,652 | $2.7M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -2.6% | 33,521 | $2.7M |
| NerdWallet Wealth Partners, LLC | 1.32% | — | 33,133 | $2.7M |
| Belpointe Asset Management LLC | 0.10% | Add +6.9% | 32,790 | $2.7M |
| Virtue Capital Management, LLC | 0.42% | Reduce -36.8% | 13,533 | $2.7M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.07% | Add +6.3% | 32,605 | $2.6M |
| Meridian Wealth Management, LLC | 0.10% | Reduce -1.1% | 32,139 | $2.6M |
| Boston Research & Management Inc. | 0.57% | Reduce -0.0% | 31,777 | $2.6M |
| HFG Advisors, Inc. | 1.90% | Add +4.3% | 31,750 | $2.6M |
| Beta Wealth Group, Inc. | 1.01% | New | 31,661 | $2.6M |
| Capricorn Fund Managers Ltd | 0.85% | New | 31,328 | $2.5M |
| BLB&B Advisors, LLC | 0.11% | Reduce -9.5% | 30,979 | $2.5M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -38.7% | 30,916 | $2.5M |
| &partners | 0.02% | Add +23.4% | 30,773 | $2.5M |
| AtlasMark Financial, Inc | 1.65% | Add +0.6% | 30,467 | $2.5M |
| Nomura Asset Management Co. Ltd. | 0.01% | No change | 30,268 | $2.5M |
| BKM Wealth Management, LLC | 0.91% | Add +4.2% | 30,256 | $2.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +5.0% | 30,316 | $2.4M |
| Arch Capital Group LTD. | 0.83% | No change | 30,000 | $2.4M |
| AlphaQuest LLC | 0.16% | New | 29,831 | $2.4M |
| LVZ, Inc. | 0.27% | Reduce -2.6% | 29,740 | $2.4M |
| FineMark National Bank & Trust | 0.08% | Reduce -27.2% | 29,541 | $2.4M |
| Guardian Capital LP | 0.08% | No change | 29,500 | $2.4M |
| Private Advisory Group LLC | 0.21% | Reduce -56.3% | 29,391 | $2.4M |
| AE Wealth Management LLC | 0.02% | Add +330.2% | 29,367 | $2.4M |
| Pinebridge Investments, L.P. | 0.02% | Reduce -14.2% | 29,255 | $2.4M |
| Wealth Watch Advisors, INC | 0.98% | Add +15.7% | 29,207 | $2.4M |
| Talisman Wealth Advisors LLC | 1.96% | Add +7.7% | 50,723 | $2.4M |
| SevenBridge Financial Group, LLC | 0.38% | Reduce -28.6% | 28,984 | $2.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -4.0% | 28,579 | $2.3M |
| Kingsview Wealth Management, LLC | 0.04% | Reduce -1.6% | 28,509 | $2.3M |
| Financial Partners Group, Inc | 0.29% | Add +0.0% | 28,381 | $2.3M |
| Clear Creek Financial Management, LLC | 0.20% | Add +46.1% | 28,351 | $2.3M |
| CoreCap Advisors, LLC | 0.08% | Add +5.7% | 27,999 | $2.3M |
| Frank, Rimerman Advisors LLC | 0.14% | No change | 27,673 | $2.2M |
| FOCUS Wealth Advisors, LLC | 1.07% | Add +0.2% | 27,510 | $2.2M |
| Davies Financial Advisors, Inc. | 1.80% | Reduce -4.4% | 27,324 | $2.2M |
| Florin Court Capital LLP | 1.74% | Add +35.8% | 27,300 | $2.2M |
| City Holding Co. | 0.28% | Add +16.3% | 27,261 | $2.2M |
| Mandatum Life Insurance Co Ltd | 0.53% | No change | 27,237 | $2.2M |
| Synovus Financial Corp. | 0.03% | Add +4.3% | 27,188 | $2.2M |
| Sowell Financial Services LLC | 0.08% | Reduce -0.0% | 27,126 | $2.2M |
| Prosperity Consulting Group, LLC | 0.11% | No change | 27,013 | $2.2M |
| Pacer Advisors, Inc. | 0.01% | No change | 27,002 | $2.2M |
| Oppenheimer & Co. Inc. | 0.03% | Add +16.3% | 26,882 | $2.2M |
| Global Endowment Management, LP | 0.27% | Add +7.5% | 26,715 | $2.2M |
| Ausdal Financial Partners, Inc. | 0.10% | New | 26,409 | $2.1M |
| Lifestyle Asset Management, Inc. | 0.73% | Add +125.6% | 26,358 | $2.1M |
| Neumann Capital Management, LLC | 0.62% | Reduce -1.1% | 26,150 | $2.1M |
| Advisors Preferred, LLC | 0.31% | Reduce -36.0% | 26,199 | $2.1M |
| Buck Wealth Strategies, LLC | 0.29% | Reduce -1.1% | 26,044 | $2.1M |
| Lorne Steinberg Wealth Management Inc. | 0.51% | Reduce -7.5% | 25,940 | $2.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.6% | 25,908 | $2.1M |
| Ranch Capital Advisors Inc. | 0.81% | Add +3.4% | 25,771 | $2.1M |
| Hancock Whitney Corp. | 0.04% | Add +41.8% | 25,439 | $2.1M |
| Motiv8 Investments LLC | 1.10% | Add +24.8% | 25,378 | $2.1M |
| Nvwm, LLC | 0.46% | Add +179.5% | 25,376 | $2.1M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +30.9% | 25,092 | $2.0M |
| Advyzon Investment Management, LLC | 0.35% | Add +21.4% | 24,972 | $2.0M |
| Covenant Partners, LLC | 0.57% | Add +3.8% | 24,562 | $2.0M |
| Virtus Fixed Income Advisers, LLC | 1.64% | No change | 24,448 | $2.0M |
| Burns J W & Co. Inc. | 0.22% | Add +9.4% | 24,437 | $2.0M |
| Cibc World Market Inc. | 0.00% | Add +174.8% | 24,309 | $2.0M |
| Heritage Wealth Management, Inc. | 1.34% | Add +3.4% | 24,119 | $2.0M |
| Richard W. Paul & Associates, LLC | 0.66% | Reduce -5.1% | 23,925 | $1.9M |
| Integrated Wealth Concepts LLC | 0.02% | Add +5.0% | 23,563 | $1.9M |
| Ramiah Investment Group | 1.66% | Add +13.6% | 23,097 | $1.9M |
| Park Square Financial Group, LLC | 8.08% | Reduce -30.8% | 23,047 | $1.9M |
| Prospera Financial Services Inc | 0.03% | Add +2.6% | 22,632 | $1.8M |
| True Freedom Investing, LLC | 0.65% | Add +24.4% | 22,351 | $1.8M |
| Nwam LLC | 0.10% | Add +0.3% | 22,132 | $1.8M |
| 1ST Source Bank | 0.09% | Reduce -0.1% | 21,970 | $1.8M |
| Grey Fox Wealth Advisors, LLC | 0.36% | Add +1.9% | 21,924 | $1.8M |
| D.A. Davidson & Co. | 0.01% | Add +3.2% | 21,704 | $1.8M |
| Bellecapital International Ltd. | 0.28% | Reduce -14.1% | 21,287 | $1.7M |
| Prelude Capital Management, LLC | 0.13% | Reduce -85.5% | 21,098 | $1.7M |
| Stone Summit Wealth LLC | 0.48% | Reduce -7.5% | 20,882 | $1.7M |
| Soltis Investment Advisors LLC | 0.12% | New | 20,814 | $1.7M |
| Perennial Investment Advisors, LLC | 0.14% | Add +7.0% | 20,658 | $1.7M |
| Portfolio Strategies, Inc. | 0.19% | New | 20,621 | $1.7M |
| National Bank of Canada | 0.00% | Add +7.4% | 20,607 | $1.7M |
| Coign Capital Advisors LLC | 0.91% | Add +6.4% | 20,340 | $1.7M |
| Ironwood Investment Counsel, LLC | 0.24% | Add +0.6% | 20,161 | $1.6M |
| Global Assets Advisory, LLC | 0.48% | Reduce -26.7% | 20,057 | $1.6M |
| Sierra Capital LLC | 0.18% | Reduce -5.9% | 19,933 | $1.6M |
| Russell Investments Group, Ltd. | 0.00% | New | 19,743 | $1.6M |
| Sunbeam Capital Management, LLC | 1.00% | Reduce -1.8% | 19,735 | $1.6M |
| Continuum Advisory, LLC | 0.17% | Add +15.6% | 19,590 | $1.6M |
| Betterment LLC | 0.00% | Reduce -3.1% | 19,527 | $1.6M |
| Barings LLC | 0.03% | Add +85.7% | 19,500 | $1.6M |
| Rwa Wealth Partners, LLC | 0.02% | Reduce -72.2% | 19,338 | $1.6M |
| GeoWealth Management, LLC | 0.06% | Add +51.4% | 19,325 | $1.6M |
| Asset Allocation & Management Company, LLC | 0.66% | No change | 19,130 | $1.6M |
| Victory Financial Group, LLC | 0.21% | Reduce -55.1% | 19,120 | $1.5M |
| Towerpoint Wealth, LLC | 0.62% | Reduce -6.2% | 18,666 | $1.5M |
| Prostatis Group LLC | 0.38% | Reduce -1.0% | 18,636 | $1.5M |
| Jump Financial, LLC | 0.02% | Reduce -70.4% | 18,625 | $1.5M |
| Burke & Herbert Bank & Trust Co. | 0.32% | Reduce -1.8% | 18,578 | $1.5M |
| Integrated Capital Management, LLC | 0.66% | Add +3.2% | 18,521 | $1.5M |
| Edge Financial Advisors LLC | 0.67% | Reduce -30.4% | 18,395 | $1.5M |
| Ameritas Advisory Services, LLC | 0.10% | Add +219.8% | 18,036 | $1.5M |
| Mgo One Seven LLC | 0.03% | Reduce -11.5% | 17,994 | $1.5M |
| Florida Trust Wealth Management Co | 0.04% | Reduce -0.8% | 17,790 | $1.4M |
| Dai-ichi Life Holdings, Inc. | 1.39% | Reduce -70.0% | 17,700 | $1.4M |
| Maven Securities LTD | 0.27% | No change | 17,600 | $1.4M |
| KMG Fiduciary Partners, LLC | 0.09% | Add +1.4% | 17,327 | $1.4M |
| PFG Advisors | 0.06% | New | 17,178 | $1.4M |
| Ieq Capital, LLC | 0.00% | Add +4.7% | 17,098 | $1.4M |
| Concord Investment Counsel Inc. | 0.43% | — | 16,625 | $1.3M |
| HBK Sorce Advisory LLC | 0.03% | Add +0.0% | 16,657 | $1.3M |
| Vicus Capital | 0.10% | Reduce -61.2% | 16,518 | $1.3M |
| Coastline Trust Co | 0.14% | Reduce -0.5% | 16,466 | $1.3M |
| DRW Securities, LLC | 0.07% | New | 16,334 | $1.3M |
| Dimension Capital Management LLC | 0.19% | Reduce -0.1% | 16,214 | $1.3M |
| Dakota Wealth Management | 0.03% | Reduce -18.1% | 16,203 | $1.3M |
| Sunbelt Securities, Inc. | 0.09% | Add +2.2% | 16,148 | $1.3M |
| Koshinski Asset Management, Inc. | 0.09% | Reduce -9.9% | 16,071 | $1.3M |
| Lanark Financial, Inc. | 0.10% | Reduce -6.6% | 15,861 | $1.3M |
| Islay Capital Management, LLC | 0.74% | Add +1.1% | 15,770 | $1.3M |
| Pinnacle Associates Ltd. | 0.02% | Add +8.7% | 15,584 | $1.3M |
| SWS Partners | 0.31% | Add +7.0% | 15,442 | $1.3M |
| Midwest Trust Co | 0.02% | No change | 15,279 | $1.2M |
| Cadent Capital Advisors, LLC | 0.33% | Add +3.9% | 15,253 | $1.2M |
| SFG Wealth Management, LLC. | 0.53% | Reduce -60.4% | 15,189 | $1.2M |
| Redmont Wealth Advisors LLC | 1.70% | Reduce -0.7% | 15,015 | $1.2M |
| Wealthspire Advisors, LLC | 0.01% | Add +67.5% | 14,932 | $1.2M |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -9.6% | 14,893 | $1.2M |
| Arkadios Wealth Advisors | 0.03% | Reduce -28.0% | 14,837 | $1.2M |
| Strategic Blueprint, LLC | 0.05% | Add +43.3% | 14,561 | $1.2M |
| Heritage Oak Wealth Advisors LLC | 0.44% | Reduce -77.9% | 14,529 | $1.2M |
| Whittier Trust Co. | 0.01% | No change | 14,514 | $1.2M |
| Objective Capital Management, LLC | 1.20% | Reduce -3.2% | 14,230 | $1.2M |
| Rialto Wealth Management, LLC | 0.30% | Reduce -21.4% | 14,171 | $1.2M |
| Trilogy Capital Inc. | 0.05% | Add +3.5% | 14,094 | $1.1M |
| Jacobi Capital Management LLC | 0.07% | Reduce -17.8% | 14,089 | $1.1M |
| Endeavor Private Wealth, Inc. | 0.35% | New | 14,082 | $1.1M |
| Maridea Wealth Management LLC | 0.18% | New | 14,094 | $1.1M |
| Flagstar Securities, Inc. | 0.35% | Add +0.6% | 14,022 | $1.1M |
| AlTi Global, Inc. | 0.03% | Reduce -2.7% | 13,968 | $1.1M |
| Clearstead Advisors, LLC | 0.02% | Add +3.1% | 13,962 | $1.1M |
| Leeward Financial Partners, LLC | 0.32% | Add +3.8% | 13,837 | $1.1M |
| Joseph P. Lucia & Associates, LLC | 0.42% | Reduce -0.8% | 13,822 | $1.1M |
| Diversify Advisory Services, LLC | 0.04% | Reduce -18.6% | 13,942 | $1.1M |
| Rehmann Capital Advisory Group | 0.06% | Reduce -6.7% | 13,757 | $1.1M |
| First Interstate Bank | 0.06% | No change | 13,614 | $1.1M |
| AssuredPartners Investment Advisors, LLC | 0.25% | Add +92.9% | 13,571 | $1.1M |
| Avantax Planning Partners, Inc. | 0.03% | Reduce -0.0% | 13,455 | $1.1M |
| Mesirow Financial Investment Management, Inc. | 0.02% | No change | 13,395 | $1.1M |
| ShoreHaven Wealth Partners, LLC | 0.40% | Reduce -1.1% | 13,353 | $1.1M |
| Argyle Capital Partners, LLC | 0.77% | Add +0.6% | 13,226 | $1.1M |
| VestGen Advisors, LLC | 0.04% | Add +9.8% | 13,211 | $1.1M |
| Arrow Investment Advisors, LLC | 1.18% | New | 13,130 | $1.1M |
| RiverGlades Family Offices LLC | 0.65% | Add +3.5% | 13,059 | $1.1M |
| Birch Financial Group, LLC | 0.62% | Add +13.8% | 12,953 | $1.1M |
| Prossimo Advisors, LLC | 7.72% | Add +2.8% | 12,929 | $1.0M |
| Alliance Wealth Advisors, LLC | 0.25% | New | 12,916 | $1.0M |
| Venture Visionary Partners LLC | 0.04% | Add +0.5% | 12,843 | $1.0M |
| Ariadne Wealth Management, LP | 0.47% | No change | 13,000 | $1.0M |
| Insigneo Advisory Services, LLC | 0.07% | Add +25.4% | 12,823 | $1.0M |
| Woodward Diversified Capital, LLC | 0.48% | No change | 12,760 | $1.0M |
| TT Capital Management LLC | 0.78% | Reduce -3.6% | 12,620 | $1.0M |
| Owen LaRue, LLC | 0.40% | Reduce -1.8% | 12,571 | $1.0M |
| NewEdge Advisors, LLC | 0.00% | Add +24.3% | 12,478 | $1.0M |
| Telos Capital Management, Inc. | 0.10% | Reduce -1.4% | 12,458 | $1.0M |
| United Advisor Group, LLC | 0.14% | Add +7.5% | 12,421 | $1.0M |
| Chicago Partners Investment Group LLC | 0.03% | Add +0.8% | 12,345 | $1.0M |
| Prudential PLC | 0.01% | Reduce -95.5% | 12,200 | $991K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +43.2% | 12,023 | $976K |
| Howland Capital Management LLC | 0.04% | No change | 11,949 | $970K |
| Arete Wealth Advisors, LLC | 0.06% | New | 11,889 | $954K |
| Petix & Botte Co | 0.22% | Add +0.5% | 11,650 | $946K |
| WASHINGTON TRUST Co | 0.03% | No change | 11,650 | $946K |
| Private Trust Co. NA | 0.08% | Add +30.0% | 11,640 | $945K |
| GWN Securities Inc. | 0.22% | Reduce -11.2% | 11,620 | $945K |
| Narus Financial Partners, LLC | 0.26% | Add +6.6% | 11,628 | $944K |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -12.2% | 11,609 | $943K |
| Activest Wealth Management | 0.19% | Add +0.1% | 11,550 | $938K |
| Drive Wealth Management, LLC | 0.20% | Reduce -73.7% | 11,415 | $927K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -58.0% | 11,051 | $897K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -5.6% | 11,036 | $896K |
| FWG Holdings, LLC | 0.39% | Add +34.3% | 11,045 | $894K |
| Independent Financial Group, LLC | 0.02% | Add +0.8% | 10,992 | $893K |
| SeaCrest Wealth Management, LLC | 0.09% | Add +1.3% | 10,865 | $876K |
| Kingswood Wealth Advisors, LLC | 0.05% | Reduce -8.1% | 10,730 | $871K |
| Adams Wealth Management | 0.19% | Reduce -13.0% | 10,695 | $868K |
| CacheTech Inc. | 0.17% | Reduce -13.0% | 10,695 | $868K |
| MAI Capital Management | 0.01% | Add +38.2% | 10,646 | $864K |
| Capital Analysts, LLC | 0.02% | Add +52.1% | 10,522 | $854K |
| Calton & Associates, Inc. | 0.13% | Add +11.9% | 10,450 | $848K |
| Centennial Wealth Advisory LLC | 0.24% | Reduce -20.7% | 10,442 | $848K |
| AdvisorNet Financial, Inc | 0.05% | Add +0.1% | 10,391 | $844K |
| Elk River Wealth Management LLC | 0.13% | Add +57.2% | 10,363 | $841K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -43.7% | 10,287 | $835K |
| Aspiriant, LLC | 0.03% | Add +0.8% | 10,165 | $825K |
| Pinion Investment Advisors, LLC | 0.22% | Add +2.5% | 10,068 | $816K |
| Red Door Wealth Management, LLC | 0.09% | Add +0.8% | 9,979 | $810K |
| Visionary Wealth Advisors | 0.04% | Reduce -46.5% | 9,958 | $809K |
| Thrive Capital Management, LLC | 0.21% | Reduce -6.7% | 9,931 | $806K |
| Sigma Planning Corp | 0.02% | Reduce -4.9% | 9,856 | $800K |
| Copia Wealth Management | 0.59% | Add +0.3% | 9,742 | $791K |
| B. Riley Wealth Advisors, Inc. | 0.04% | Add +36.7% | 9,734 | $790K |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -1.6% | 9,673 | $785K |
| Gryphon Financial Partners LLC | 0.09% | Reduce -12.7% | 9,648 | $783K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.06% | Add +17.7% | 9,645 | $783K |
| CreativeOne Wealth, LLC | 0.02% | New | 9,537 | $774K |
| Captrust Financial Advisors | 0.00% | Reduce -9.1% | 9,391 | $762K |
| Summit Wealth Partners, LLC | 0.14% | Reduce -20.6% | 9,336 | $758K |
| Wick Capital Partners, LLC | 0.18% | Reduce -69.0% | 9,272 | $753K |
| Forefront Wealth Partners, LLC | 0.19% | New | 9,267 | $752K |
| Barden Capital Management, Inc. | 0.62% | Reduce -1.6% | 9,257 | $752K |
| Old National Bancorp | 0.01% | Reduce -49.0% | 9,132 | $741K |
| Perigon Wealth Management, LLC | 0.02% | Add +5.2% | 9,127 | $741K |
| Lionshead Wealth Management, LLC | 0.59% | Reduce -27.1% | 9,093 | $738K |
| Cosner Financial Group, LLC | 0.40% | Add +0.2% | 9,081 | $737K |
| Westwood Holdings Group Inc. | 0.01% | Add +82.6% | 9,043 | $734K |
| Washington Trust Bank | 0.05% | Reduce -5.4% | 8,993 | $730K |
| Axis Wealth Partners, LLC | 0.42% | Reduce -17.0% | 8,940 | $726K |
| Arkos Global Advisors | 0.09% | Reduce -27.4% | 8,905 | $723K |
| Valtrion Capital Management, LLC | 0.78% | Add +15.3% | 8,894 | $722K |
| Creative Planning | 0.00% | Reduce -5.6% | 8,862 | $720K |
| Argonautica Private Wealth Management, Inc. | 0.21% | No change | 8,800 | $714K |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 1.05% | New | 8,700 | $706K |
| Pinnacle Financial Partners Inc | 0.02% | Add +17.4% | 8,690 | $706K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | New | 8,657 | $703K |
| Integrity Alliance, Llc. | 0.03% | Add +0.3% | 8,569 | $696K |
| Avior Wealth Management, LLC | 0.02% | Reduce -6.8% | 8,486 | $689K |
| AmeriServ Wealth Advisors | 0.35% | Reduce -51.5% | 8,450 | $686K |
| Pinnacle Wealth Planning Services, Inc. | 0.08% | Reduce -23.2% | 8,418 | $683K |
| Single Point Partners, LLC | 0.14% | Reduce -1.1% | 8,397 | $682K |
| MKD Wealth Coaches, LLC | 0.67% | Add +2.5% | 8,325 | $676K |
| KFA Private Wealth Group, LLC | 0.19% | Reduce -3.9% | 8,258 | $671K |
| Level Four Advisory Services, LLC | 0.02% | Add +1.0% | 8,185 | $665K |
| Accredited Investors Inc. | 0.04% | No change | 8,150 | $662K |
| BTG Pactual Asset Management US LLC | 0.08% | Add +66.7% | 8,191 | $661K |
| Focus Financial Network, Inc. | 0.02% | Reduce -0.3% | 8,075 | $656K |
| Yorktown Management & Research Co Inc | 0.52% | New | 8,000 | $650K |
| Fortis Capital Advisors, LLC | 0.10% | Add +0.4% | 7,993 | $649K |
| Bar Harbor Wealth Management | 0.04% | Add +1.5% | 7,977 | $648K |
| Wincap Financial LLC | 0.45% | New | 7,944 | $645K |
| FMR LLC | 0.00% | Reduce -22.3% | 7,851 | $637K |
| Sax Wealth Advisors, LLC | 0.03% | Reduce -12.1% | 7,839 | $636K |
| CV Advisors LLC | 0.18% | No change | 7,821 | $635K |
| Rooted Wealth Advisors, Inc. | 0.19% | Add +10.1% | 7,765 | $628K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +6.4% | 7,697 | $625K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.18% | Add +27.3% | 7,646 | $621K |
| Sonata Capital Group Inc. | 0.23% | Add +3.9% | 7,635 | $620K |
| Luminist Capital LLC | 0.54% | Add +1471.6% | 7,591 | $616K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -40.2% | 7,573 | $615K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.03% | No change | 7,390 | $600K |
| Natixis | 0.00% | Reduce -63.2% | 7,351 | $597K |
| Bridgewater Associates | 0.00% | No change | 7,334 | $595K |
| Daiichi Life Insurance Co., Ltd. | 0.01% | Add +138.7% | 7,216 | $586K |
| Sterling Wealth Management, Inc. | 0.18% | No change | 7,198 | $584K |
| Webster Bank, N. A. | 0.06% | No change | 7,184 | $583K |
| Accurate Wealth Management, LLC | 0.08% | Add +8.8% | 7,160 | $577K |
| Colonial Trust Co / SC | 0.08% | Reduce -0.7% | 7,099 | $576K |
| CIBC Asset Management Inc | 0.00% | Reduce -0.2% | 7,020 | $570K |
| Citizens & Northern Corp. | 0.14% | No change | 7,019 | $570K |
| PKS Advisory Services, LLC | 0.13% | Add +3.0% | 6,992 | $568K |
| Commerce Bank | 0.00% | No change | 6,930 | $563K |
| Proathlete Wealth Management LLC | 0.16% | No change | 6,899 | $560K |
| BG Investment Services, LLC | 0.54% | Reduce -19.8% | 6,804 | $552K |
| Estate Counselors, LLC | 0.05% | Reduce -90.5% | 6,670 | $542K |
| Stelac Advisory Services LLC | 0.19% | Add +32.1% | 6,615 | $537K |
| Clear Investment Research, LLC | 0.71% | Add +0.3% | 6,512 | $529K |
| Oldfather Financial Services, LLC | 0.16% | Reduce -0.7% | 6,471 | $525K |
| Gotham Asset Management | 0.00% | No change | 6,416 | $521K |
| Ellenbecker Investment Group | 0.08% | Reduce -3.4% | 6,408 | $520K |
| Rik Saylor Financial, Inc. | 0.38% | Reduce -0.6% | 6,382 | $518K |
| Tolleson Wealth Management, Inc. | 0.08% | Reduce -12.2% | 6,373 | $517K |
| Cohen Investment Advisors LLC | 0.25% | Add +6.4% | 6,349 | $515K |
| Sovereign Investment Advisors, LLC | 0.14% | Reduce -34.9% | 6,324 | $513K |
| Benjamin Edwards Inc. | 0.01% | Add +22.9% | 6,320 | $513K |
| Modern Wealth Management, LLC | 0.01% | New | 6,067 | $493K |
| Consilium Wealth Advisory, LLC | 0.19% | No change | 6,067 | $493K |
| Fortress Financial Solutions, LLC | 0.54% | Add +27.8% | 6,056 | $492K |
| Manning & Napier Advisors LLC | 0.01% | No change | 6,038 | $490K |
| GC Wealth Management RIA, LLC | 0.02% | Reduce -7.0% | 6,021 | $489K |
| TruNorth Capital Management, LLC | 0.10% | No change | 6,015 | $488K |
| PFG Investments, LLC | 0.03% | Reduce -3.8% | 6,005 | $488K |
| Patriot Investment Management Group, Inc. | 0.03% | Reduce -8.4% | 5,972 | $485K |
| Dearborn Partners LLC | 0.02% | Add +18.6% | 11,176 | $484K |
| Aua Capital Management, LLC | 0.27% | No change | 5,947 | $483K |
| Traynor Capital Management, Inc. | 0.03% | Reduce -7.5% | 5,931 | $482K |
| StoneX Group Inc. | 0.02% | New | 5,887 | $478K |
| Dynamic Financial Group | 0.41% | No change | 5,886 | $478K |
| American Wealth Advisors, LLC | 0.47% | — | 5,848 | $475K |
| Chapin Davis, Inc. | 0.12% | Reduce -3.3% | 5,837 | $474K |
| Fairview Capital Investment Management, LLC | 0.02% | No change | 5,834 | $474K |
| Olde Wealth Management, LLC | 0.14% | — | 5,806 | $467K |
| Composition Wealth, LLC | 0.01% | Add +28.4% | 5,742 | $466K |
| Patriot Financial Group Insurance Agency, LLC | 0.06% | New | 5,730 | $465K |
| Joseph Group Capital Management | 0.13% | Add +1760.1% | 5,599 | $455K |
| SigFig Wealth Management, LLC | 0.01% | Reduce -3.1% | 5,584 | $454K |
| AEGON USA Investment Management, LLC | 0.40% | No change | 5,575 | $453K |
| Vise Technologies, Inc. | 0.02% | Reduce -11.5% | 5,533 | $449K |
| Rathbones Group PLC | 0.00% | Add +87.3% | 5,522 | $448K |
| Mayflower Financial Advisors, LLC | 0.06% | Add +1.8% | 5,497 | $446K |
| WMG Financial Advisors, LLC | 0.15% | No change | 5,496 | $446K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -7.2% | 5,430 | $441K |
| Brookstone Capital Management | 0.01% | Add +2.6% | 5,424 | $440K |
| Wesbanco Bank Inc. | 0.01% | Reduce -0.2% | 5,400 | $438K |
| Pennington Partners & Co., LLC | 0.21% | Reduce -1.9% | 5,360 | $435K |
| Rossmore Private Capital | 0.05% | No change | 5,319 | $432K |
| Noesis Capital Mangement Corp. | 0.07% | Reduce -3.3% | 5,308 | $431K |
| McCarthy & Cox | 0.10% | No change | 5,258 | $427K |
| O'ROURKE & COMPANY, Inc | 0.18% | Add +4.2% | 5,203 | $422K |
| Susquehanna Advisors Group, Inc. | 0.02% | Add +8.2% | 5,184 | $421K |
| Garrison Point Advisors, LLC | 0.18% | Add +60.5% | 5,157 | $419K |
| 10Elms LLP | 0.43% | No change | 5,115 | $415K |
| 5T Wealth, LLC | 0.18% | Add +38.8% | 5,091 | $413K |
| RPg Family Wealth Advisory, LLC | 0.09% | New | 5,055 | $410K |
| E&G Advisors, LLC | 0.10% | No change | 5,050 | $410K |
| Haverford Trust Co | 0.00% | No change | 5,023 | $408K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +1.3% | 4,939 | $401K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -0.3% | 4,927 | $400K |
| City Center Advisors, LLC | 0.39% | Add +15.3% | 4,924 | $400K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -4.7% | 4,853 | $394K |
| Harbour Investments, Inc. | 0.01% | Add +54.4% | 4,835 | $393K |
| Dorsey Wright & Associates | 0.09% | New | 4,820 | $391K |
| New World Advisors LLC | 0.07% | Reduce -0.5% | 4,812 | $391K |
| Guardian Partners Inc. | 0.03% | No change | 4,814 | $390K |
| Silver Oak Securities, Incorporated | 0.03% | Add +31.2% | 4,796 | $389K |
| SVB Wealth LLC | 0.02% | Reduce -22.0% | 4,794 | $389K |
| Omega Financial Group, LLC | 0.13% | Add +0.7% | 4,754 | $386K |
| OneAscent Financial Services LLC | 0.03% | Reduce -4.3% | 4,724 | $384K |
| American Financial Advisors, LLC | 0.05% | Reduce -50.0% | 4,712 | $383K |
| Debussy Capital Management LP | 0.05% | Reduce -1.2% | 4,711 | $382K |
| Mma Asset Management LLC | 0.13% | Reduce -55.5% | 4,708 | $382K |
| IHT Wealth Management, LLC | 0.01% | Add +17.1% | 4,667 | $379K |
| Stewardship Advisors, LLC | 0.09% | Add +1.8% | 4,628 | $376K |
| Modera Wealth Management, LLC | 0.00% | Add +0.1% | 4,617 | $375K |
| Diversify Wealth Management, LLC | 0.02% | Reduce -2.0% | 4,657 | $373K |
| Annex Advisory Services, LLC | 0.01% | Reduce -12.6% | 4,549 | $369K |
| Diversified Enterprises, LLC | 0.02% | Add +0.2% | 4,523 | $367K |
| Cresset Asset Management, LLC | 0.00% | Add +0.9% | 4,511 | $366K |
| Verus Capital Partners, LLC | 0.03% | Add +75.5% | 4,505 | $366K |
| White Pine Capital LLC | 0.10% | Add +11.1% | 4,473 | $363K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -43.2% | 4,461 | $362K |
| Brighton Jones LLC | 0.01% | Add +27.4% | 4,449 | $361K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +12.5% | 4,445 | $361K |
| Everhart Financial Group, Inc. | 0.04% | Reduce -21.3% | 4,442 | $361K |
| DAVENPORT & Co LLC | 0.00% | Add +0.2% | 4,407 | $358K |
| New England Private Wealth Advisors LLC | 0.05% | New | 4,389 | $356K |
| Concorde Asset Management, LLC | 0.15% | — | 4,315 | $349K |
| Coston, McIsaac & Partners | 0.08% | Reduce -1.2% | 4,304 | $349K |
| Picton Mahoney Asset Management | 0.00% | New | 4,290 | $348K |
| Regions Financial Corp. | 0.00% | No change | 4,282 | $348K |
| Prosperity Wealth Management, Inc. | 0.12% | Reduce -3.1% | 4,263 | $346K |
| Alaska Permanent Fund Corp | 0.02% | No change | 4,264 | $345K |
| Legacy Capital Wealth Partners, LLC | 0.07% | New | 4,231 | $343K |
| Lockerman Financial Group, Inc. | 0.43% | No change | 4,208 | $342K |
| White Lighthouse Investment Management Inc. | 0.05% | Add +3.4% | 4,206 | $341K |
| MBL Wealth, LLC | 0.03% | Reduce -12.0% | 4,180 | $339K |
| West Branch Capital LLC | 0.09% | Add +3.0% | 4,162 | $338K |
| Red Wave Investments LLC | 0.10% | No change | 4,155 | $337K |
| Berkeley Capital Partners, LLC | 0.08% | Add +0.8% | 4,152 | $337K |
| Horst & Graben Wealth Management LLC | 0.05% | Reduce -1.4% | 4,144 | $336K |
| Global Trust Asset Management, LLC | 0.15% | Reduce -30.5% | 4,137 | $336K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -7.5% | 4,127 | $335K |
| Portside Wealth Group, LLC | 0.05% | New | 4,104 | $333K |
| Money Concepts Capital Corp. | 0.02% | New | 4,074 | $331K |
| Regal Investment Advisors LLC | 0.02% | Reduce -18.9% | 4,053 | $329K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -0.6% | 4,051 | $329K |
| Avory & Company, LLC | 0.20% | Add +0.0% | 4,045 | $328K |
| Beacon Financial Group | 0.03% | Add +15.8% | 4,040 | $328K |
| Barrett & Company, Inc. | 0.11% | Add +0.7% | 4,034 | $328K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -3.9% | 3,949 | $321K |
| First Horizon Corp. | 0.01% | — | 3,919 | $318K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.02% | Add +49.1% | 3,875 | $315K |
| Golden State Wealth Management, LLC | 0.03% | Reduce -0.3% | 3,873 | $314K |
| Spire Wealth Management | 0.01% | Add +1.1% | 3,860 | $313K |
| Caldwell Trust Co | 0.03% | No change | 3,844 | $312K |
| MMBG Investment Advisors Co. | 0.03% | No change | 3,825 | $311K |
| Empower Advisory Group, LLC | 0.00% | Add +13.1% | 3,810 | $309K |
| GK Wealth Management LLC | 0.23% | New | 3,799 | $308K |
| Quest 10 Wealth Builders, Inc. | 0.28% | Reduce -1.1% | 3,778 | $307K |
| Peoples Bank | 0.30% | Reduce -76.5% | 3,765 | $306K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +23.4% | 3,767 | $305K |
| Fortitude Advisory Group L.L.C. | 0.16% | No change | 3,698 | $300K |
| Proficio Capital Partners LLC | 0.02% | Reduce -100.0% | 3,695 | $300K |
| Citizens Financial Group Inc. | 0.00% | Reduce -3.3% | 3,688 | $299K |
| Chesapeake Wealth Management | 0.09% | Reduce -3.1% | 3,685 | $299K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -7.8% | 3,657 | $297K |
| Seven Mile Advisory | 0.05% | New | 3,653 | $297K |
| Madden Advisory Services, Inc. | 0.12% | Reduce -4.2% | 3,639 | $295K |
| AlphaCore Capital LLC | 0.01% | Reduce -10.0% | 3,634 | $295K |
| Yeomans Consulting Group, Inc. | 0.10% | Add +6.6% | 3,630 | $294K |
| RAM Investment Partners, LLC | 0.06% | Add +7.8% | 3,614 | $293K |
| ProVise Management Group, LLC | 0.02% | Add +0.3% | 3,606 | $293K |
| West Wealth Group, LLC | 0.07% | Add +7.8% | 3,602 | $291K |
| IFG Advisory, LLC | 0.01% | Add +9.9% | 3,551 | $288K |
| Steinberganna Wealth Management | 0.14% | — | 3,545 | $288K |
| Atlas Private Wealth Advisors | 0.07% | Reduce -48.5% | 3,537 | $287K |
| Invested Advisors | 0.42% | — | 3,635 | $287K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -3.8% | 3,521 | $286K |
| GFS Advisors, LLC | 0.04% | No change | 3,507 | $285K |
| Kestra Investment Management, LLC | 0.01% | Reduce -0.1% | 3,477 | $282K |
| Cardiff Park Advisors, LLC | 0.02% | Add +1.4% | 3,442 | $279K |
| Silver Grove Financial Group, Inc. | 0.27% | — | 3,441 | $279K |
| AMG National Trust Bank | 0.01% | Add +7.8% | 3,437 | $279K |
| Cyndeo Wealth Partners, LLC | 0.02% | No change | 3,436 | $279K |
| Performance Wealth Partners, LLC | 0.01% | No change | 3,425 | $278K |
| Cladis Investment Advisory, LLC | 0.16% | No change | 3,400 | $276K |
| Hillcrest Wealth Advisors - NY, LLC | 0.12% | Add +21.4% | 3,400 | $276K |
| Bricktown Capital, LLC | 0.04% | No change | 3,349 | $272K |
| Mann Financial Group, Inc. | 0.27% | — | 3,345 | $272K |
| Independent Wealth Network Inc. | 0.09% | Add +20.4% | 3,308 | $269K |
| Coppell Advisory Solutions LLC | 0.03% | New | 3,301 | $268K |
| Brown Advisory Inc. | 0.00% | New | 3,263 | $265K |
| Sovereign Financial Group, Inc. | 0.05% | Add +0.0% | 3,248 | $264K |
| Sage Mountain Advisors LLC | 0.02% | No change | 3,247 | $264K |
| Mission Creek Capital Partners, Inc. | 0.05% | Add +0.1% | 3,233 | $262K |
| Forefront Analytics, LLC | 0.25% | Add +1.4% | 3,229 | $262K |
| 17 Capital Partners, LLC | 0.14% | Add +27.5% | 3,204 | $260K |
| Factor Wealth Management LTD | 0.06% | Add +1.3% | 3,167 | $257K |
| McGlone Suttner Wealth Management, Inc. | 0.04% | No change | 3,137 | $255K |
| Financial Strategies Group, Inc. | 0.05% | No change | 3,176 | $255K |
| Black Diamond Financial, LLC | 0.03% | Add +0.9% | 3,103 | $252K |
| Columbia Advisory Partners LLC | 0.17% | New | 3,084 | $250K |
| Smith Chas P & Associates Pa Cpas | 0.02% | No change | 3,030 | $246K |
| Group One Trading LLC | 0.01% | Reduce -80.0% | 3,027 | $246K |
| Howard Wealth Management, LLC | 0.11% | Add +10.8% | 3,013 | $245K |
| Signaturefd, LLC | 0.00% | No change | 3,007 | $244K |
| RDA Financial Network | 0.06% | No change | 2,999 | $243K |
| Mainstay Capital Management LLC | 0.02% | Reduce -50.5% | 2,997 | $243K |
| SkyOak Wealth, LLC | 0.05% | No change | 2,990 | $243K |
| Pathstone Holdings, LLC | 0.00% | Add +0.7% | 2,987 | $243K |
| Financial Management Professionals, Inc. | 0.03% | Add +0.6% | 2,982 | $242K |
| Lion Street Advisors, LLC | 0.08% | New | 2,784 | $242K |
| Diversified Trust Co. | 0.00% | Reduce -0.9% | 2,944 | $239K |
| Navigation Wealth Management, Inc. | 0.35% | New | 2,942 | $239K |
| NewEdge Wealth, LLC | 0.00% | Reduce -1.1% | 2,972 | $238K |
| Cypress Capital Group | 0.03% | Reduce -10.0% | 2,925 | $237K |
| Principle Wealth Partners LLC | 0.01% | Reduce -9.9% | 2,907 | $236K |
| Argentarii, LLC | 0.09% | New | 2,899 | $235K |
| Kovack Advisors, Inc. | 0.02% | Reduce -40.6% | 2,899 | $235K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Add +6.9% | 2,877 | $234K |
| Haven Private, LLC | 0.10% | Reduce -34.4% | 2,867 | $233K |
| Litman Gregory Wealth Management LLC | 0.02% | No change | 2,860 | $232K |
| Partners Capital Investment Group, LLP | 0.01% | Reduce -6.8% | 2,835 | $230K |
| Norden Group LLC | 0.02% | New | 2,790 | $227K |
| Compass Ion Advisors, LLC | 0.02% | No change | 2,769 | $225K |
| Eldridge Investment Advisors, Inc. | 0.05% | Reduce -15.2% | 2,757 | $224K |
| Fsa Wealth Partners, Inc. | 0.09% | Reduce -2.5% | 2,742 | $223K |
| Madison Wealth Partners, Inc | 0.04% | Reduce -16.5% | 2,734 | $222K |
| Farmers National Bank | 0.05% | New | 2,728 | $221K |
| Providence First Trust Co | 0.08% | Add +7.3% | 2,721 | $221K |
| Wealth Forward, LLC | 0.13% | Reduce -96.0% | 2,716 | $221K |
| Dumont & Blake Investment Advisors LLC | 0.05% | No change | 2,712 | $220K |
| Fortis Group Advisors, LLC | 0.04% | Reduce -0.7% | 2,710 | $219K |
| Strait & Sound Wealth Management LLC | 0.08% | No change | 2,668 | $217K |
| SWP Financial LLC | 0.11% | Reduce -16.4% | 2,661 | $216K |
| Trifecta Capital Advisors, LLC | 0.03% | No change | 2,642 | $215K |
| Rothschild Investment LLC | 0.01% | Add +17.9% | 2,637 | $214K |
| Pinnacle Family Advisors, LLC | 0.09% | New | 2,624 | $213K |
| Ashton Thomas Securities, LLC | 0.03% | New | 2,617 | $213K |
| Blalock Williams, LLC | 0.19% | No change | 2,615 | $212K |
| Titleist Asset Management, LLC | 0.02% | Reduce -6.7% | 2,601 | $211K |
| South Plains Financial, Inc. | 0.13% | Reduce -5.8% | 2,600 | $211K |
| Sincerus Advisory, LLC | 0.18% | Reduce -4.3% | 2,583 | $210K |
| Summit Wealth Group, LLC | 0.05% | No change | 2,554 | $207K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.01% | Reduce -4.0% | 2,527 | $205K |
| Capstone Financial Advisors, Inc. | 0.01% | New | 2,510 | $204K |
| Windsor Capital Management, LLC | 0.06% | Add +0.2% | 2,500 | $203K |
| Sicart Associates LLC | 0.05% | No change | 2,489 | $202K |
| Bison Wealth, LLC | 0.02% | New | 2,512 | $201K |
| WealthShield Partners, LLC | 0.02% | Reduce -3.1% | 2,477 | $201K |
| HB Wealth Management, LLC | 0.00% | New | 2,466 | $200K |
| HM Payson & Co. | 0.00% | No change | 2,350 | $191K |
| FAS Wealth Partners, Inc. | 0.01% | Add +1.5% | 2,340 | $190K |
| Union Bancaire Privee, UBP SA | 0.00% | Add +37.8% | 3,135 | $189K |
| Willis Johnson & Associates, Inc. | 0.01% | New | 2,217 | $180K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +37.5% | 2,200 | $179K |
| UMB Bank, n.a. | 0.00% | No change | 2,189 | $178K |
| Boyd Watterson Asset Management LLC | 0.05% | Reduce -25.0% | 2,158 | $175K |
| Sona Asset Management (us) LLC | 0.02% | New | 2,124 | $172K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 2,000 | $162K |
| Crewe Advisors LLC | 0.02% | New | 1,961 | $159K |
| Walleye Trading LLC | 0.00% | New | 1,957 | $159K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -9.9% | 1,902 | $154K |
| EPG Wealth Management LLC | 0.04% | No change | 1,838 | $149K |
| Ameriflex Group, Inc. | 0.06% | Reduce -29.4% | 1,826 | $148K |
| Concord Wealth Partners | 0.02% | Add +1.5% | 1,795 | $146K |
| one8zero8, LLC | 0.03% | New | 1,725 | $140K |
| Centaurus Financial, Inc. | 0.01% | Add +19.1% | 1,699 | $138K |
| Optimum Investment Advisors | 0.05% | Reduce -17.0% | 1,518 | $123K |
| Smartleaf Asset Management LLC | 0.01% | Add +646.3% | 1,500 | $122K |
| Trust Co. of Toledo NA | 0.01% | No change | 1,500 | $122K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 1,483 | $120K |
| Park Place Capital Corp | 0.03% | No change | 1,462 | $119K |
| Strategic Wealth Partners, Ltd. | 0.01% | Add +159.3% | 1,447 | $118K |
| Jackson Hole Capital Partners, LLC | 0.02% | No change | 1,433 | $116K |
| Salem Investment Counselors Inc. | 0.00% | Add +1.3% | 1,425 | $116K |
| Register Financial Advisors LLC | 0.04% | Add +4.7% | 1,408 | $114K |
| Darwin Wealth Management, LLC | 0.04% | Reduce -3.9% | 1,401 | $114K |
| YANKCOM Partnership | 0.05% | No change | 1,386 | $113K |
| Cherry Tree Wealth Management, LLC | 0.02% | No change | 1,365 | $111K |
| GoalVest Advisory LLC | 0.02% | No change | 1,302 | $106K |
| FNY Investment Advisers, LLC | 0.03% | Add +116.7% | 1,300 | $105K |
| Allworth Financial LP | 0.00% | Reduce -15.3% | 1,132 | $92K |
| MeadowBrook Investment Advisors LLC | 0.08% | No change | 1,130 | $92K |
| Avion Wealth | 0.02% | Add +85.5% | 1,130 | $91K |
| Trust Co. of Vermont | 0.00% | Add +111700.0% | 1,118 | $91K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 1,100 | $89K |
| Medallion Wealth Advisors, LLC | 0.03% | Add +16.6% | 1,063 | $86K |
| CKW Financial Group | 0.01% | No change | 1,040 | $84K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -16.1% | 1,004 | $81K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 978 | $79K |
| Sound Income Strategies, LLC | 0.00% | No change | 930 | $75K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 908 | $74K |
| Caitlin John, LLC | 0.05% | New | 908 | $74K |
| Hurley Capital, LLC | 0.04% | No change | 830 | $67K |
| Bank of New Hampshire | 0.02% | No change | 811 | $66K |
| Hollencrest Capital Management | 0.00% | Add +1.4% | 779 | $63K |
| Phillips Financial Management, LLC | 0.00% | Reduce -43.0% | 777 | $63K |
| Founders Financial Alliance, LLC | 0.01% | Add +0.8% | 776 | $63K |
| Caldwell Sutter Capital, Inc. | 0.03% | Reduce -23.5% | 748 | $61K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +1.4% | 735 | $60K |
| Cornerstone Planning Group LLC | 0.01% | New | 736 | $59K |
| Vision Financial Markets LLC | 0.05% | Reduce -30.0% | 700 | $57K |
| Financial Network Wealth Advisors LLC | 0.06% | New | 686 | $56K |
| Financial Life Planners | 0.04% | New | 666 | $54K |
| Guerra Advisors Inc | 0.02% | New | 653 | $53K |
| First PREMIER Bank | 0.01% | Add +12840.0% | 647 | $53K |
| Rosenberg Matthew Hamilton | 0.01% | Add +2.4% | 630 | $51K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +4.2% | 574 | $47K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 564 | $46K |
| Strategic Investment Solutions, Inc. | 0.01% | Add +1.3% | 534 | $43K |
| Tucker Asset Management LLC | 0.01% | Reduce -4.2% | 506 | $41K |
| CX Institutional | 0.00% | Reduce -5.3% | 500 | $41K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 504 | $41K |
| Root Financial Partners, LLC | 0.00% | New | 489 | $40K |
| St Germain D J Co. Inc. | 0.00% | Add +0.2% | 481 | $39K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 478 | $39K |
| Anfield Capital Management, LLC | 0.01% | No change | 465 | $38K |
| McIlrath & Eck, LLC | 0.00% | No change | 447 | $36K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 442 | $36K |
| Glass Jacobson Investment Advisors llc | 0.01% | Reduce -4.0% | 435 | $35K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 430 | $35K |
| Cape Investment Advisory, Inc. | 0.03% | Add +18.9% | 421 | $34K |
| Asset Dedication, LLC | 0.00% | No change | 405 | $33K |
| North Capital, Inc. | 0.03% | Add +0.3% | 401 | $33K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 377 | $31K |
| SYM FINANCIAL Corp | 0.00% | No change | 371 | $30K |
| Realta Investment Advisors | 0.01% | Reduce -48.4% | 363 | $29K |
| West Paces Advisors Inc. | 0.01% | No change | 345 | $28K |
| Key Financial Inc | 0.01% | No change | 334 | $27K |
| Ancora Advisors LLC | 0.00% | Add +367.1% | 327 | $27K |
| Eastern Bank | 0.00% | No change | 325 | $26K |
| Stance Capital LLC | 0.01% | New | 317 | $26K |
| Delta Asset Management LLC | 0.00% | No change | 300 | $24K |
| Consultiva Wealth Management, Corp. | 0.07% | No change | 287 | $23K |
| American National Bank & Trust | 0.00% | Add +40.4% | 278 | $23K |
| Grove Bank & Trust | 0.00% | Reduce -74.7% | 244 | $20K |
| WestEnd Advisors, LLC | 0.00% | Add +0.8% | 238 | $19K |
| LFA - Lugano Financial Advisors SA | 0.01% | No change | 239 | $19K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 237 | $19K |
| Community Bank, N.A. | 0.00% | No change | 237 | $19K |
| Winch Advisory Services, LLC | 0.00% | Add +1.4% | 217 | $18K |
| Covestor Ltd | 0.01% | Add +37.3% | 210 | $17K |
| Pathway Financial Advisers, LLC | 0.00% | New | 207 | $17K |
| Toth Financial Advisory Corp. | 0.00% | No change | 200 | $16K |
| North Star Investment Management Corp. | 0.00% | No change | 200 | $16K |
| CNB Bank | 0.01% | No change | 195 | $16K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 177 | $14K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | Reduce -95.9% | 170 | $14K |
| Investors Research Corp | 0.00% | No change | 169 | $14K |
| Fairscale Capital, LLC | 0.01% | No change | 166 | $13K |
| Archer Investment Corp | 0.00% | Reduce -3.1% | 155 | $13K |
| Tompkins Financial Corp. | 0.00% | No change | 153 | $12K |
| Noble Wealth Management PBC | 0.01% | — | 150 | $12K |
| Armor Investment Advisors, LLC | 0.00% | No change | 148 | $12K |
| Pacifica Partners Inc. | 0.00% | No change | 141 | $11K |
| Princeton Global Asset Management LLC | 0.00% | No change | 132 | $11K |
| AllSquare Wealth Management LLC | 0.01% | No change | 125 | $10K |
| Creative Financial Designs Inc. | 0.00% | Reduce -56.4% | 122 | $10K |
| IAG Wealth Partners, LLC | 0.00% | No change | 113 | $9K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -64.7% | 106 | $9K |
| Bellevue Asset Management, LLC | 0.00% | Add +1.0% | 104 | $8K |
| Crowley Wealth Management, Inc. | 0.01% | No change | 100 | $8K |
| Strive Asset Management, LLC | 0.00% | New | 100 | $8K |
| Morgan Dempsey Capital Management LLC | 0.00% | No change | 100 | $8K |
| Gables Capital Management Inc. | 0.00% | No change | 100 | $8K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 99 | $8K |
| Symetra Investment Management Co | 0.00% | No change | 100 | $8K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -62.9% | 102 | $8K |
| Punch & Associates Investment Management, Inc. | 0.00% | Add +2.1% | 98 | $8K |
| Millstone Evans Group, LLC | 0.00% | No change | 95 | $8K |
| Bangor Savings Bank | 0.00% | No change | 95 | $8K |
| Salomon & Ludwin, LLC | 0.00% | No change | 93 | $8K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 82 | $7K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 80 | $6K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -1.3% | 78 | $6K |
| Montag A & Associates Inc. | 0.00% | New | 74 | $6K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +45.8% | 70 | $6K |
| High Note Wealth, LLC | 0.00% | No change | 65 | $5K |
| Bradley & Co. Private Wealth Management, LLC | 0.00% | No change | 62 | $5K |
| Measured Wealth Private Client Group, LLC | 0.00% | New | 60 | $5K |
| Promus Capital, LLC | 0.00% | No change | 59 | $5K |
| Matrix Private Capital Group LLC | 0.00% | No change | 58 | $5K |
| Kiker Wealth Management, LLC | 0.00% | New | 56 | $5K |
| Pin Oak Investment Advisors Inc. | 0.00% | Add +0.0% | 52 | $4K |
| Private Wealth Management Group, LLC | 0.00% | New | 52 | $4K |
| Tortoise Investment Management, LLC | 0.00% | No change | 50 | $4K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 46 | $4K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +320.0% | 42 | $3K |
| Blue Trust, Inc. | 0.00% | Reduce -59.4% | 39 | $3K |
| Northwest Capital Management Inc | 0.00% | No change | 36 | $3K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 35 | $3K |
| Cary Street Partners Investment Advisory LLC | 0.00% | No change | 33 | $3K |
| Founders Capital Management | 0.00% | No change | 30 | $2K |
| Front Row Advisors LLC | 0.00% | No change | 30 | $2K |
| Wolff Wiese Magana LLC | 0.00% | New | 29 | $2K |
| Hoey Investments, Inc. | 0.00% | Add +35.3% | 23 | $2K |
| Graney & King, LLC | 0.00% | No change | 22 | $2K |
| Towne Trust Company, N.A | 0.00% | New | 22 | $2K |
| Horizon Investments, LLC | 0.00% | No change | 22 | $2K |
| Sofi Wealth, LLC | 0.00% | Reduce -37.5% | 20 | $2K |
| Westfuller Advisors, LLC | 0.00% | New | 19 | $2K |
| Horizons Wealth Management | 0.00% | No change | 13 | $1K |
| Valley National Advisers Inc. | 0.00% | New | 24 | $1K |
| PayPay Securities Corp | 0.03% | Add +37.5% | 11 | $909 |
| Rakuten Securities, Inc. | 0.00% | Add +200.0% | 6 | $487 |
| Aventura Private Wealth, LLC | 0.00% | No change | 1 | $81 |
| Powell Investment Advisors, LLC | 0.00% | No change | 1 | $73 |
"% of holder's portfolio" is HYG's weight in each manager's 13F, not the share of Ishr Ibx Usd Hiyld CB ETF-Ui the manager owns.